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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
426
Brown Financial Advisors
Ohio
$675K +$83K +3,963 +13%
SGI
427
Summit Global Investments
Utah
$673K +$703K +33,542 New
RIL
428
Rothschild Investment LLC
Illinois
$657K +$63.5K +3,031 +10%
AFG
429
Atomi Financial Group
New York
$656K -$11K -525 -2%
EF
430
Empirical Finance
Pennsylvania
$651K -$1.3K -62 -0.2%
IAMOG
431
Investors Asset Management of Georgia
Georgia
$650K +$11.6K +556 +2%
OAM
432
Oxford Asset Management
United Kingdom
$647K +$676K +32,260 New
KWA
433
Kingswood Wealth Advisors
California
$647K +$137K +6,529 +25%
PP
434
Prudential plc
United Kingdom
$643K – – –
EFS
435
Essex Financial Services
Connecticut
$640K -$2.56K -122 -0.4%
MOS
436
MGO One Seven
Ohio
$636K -$51.2K -2,445 -7%
BBHC
437
Brown Brothers Harriman & Co
New York
$635K +$477K +22,756 +256%
CWA
438
CM Wealth Advisors
Ohio
$628K – – –
SCM
439
Sterling Capital Management
North Carolina
$624K -$522K -24,929 -44%
LI
440
LRI Investments
Florida
$618K -$19.1K -914 -3%
FT
441
Fiduciary Trust
Massachusetts
$617K +$121K +5,763 +23%
LCGC
442
Legacy Capital Group California
California
$615K -$72.6K -3,467 -10%
HIC
443
Holderness Investments Company
North Carolina
$609K -$11.6K -552 -2%
GIA
444
Gateway Investment Advisers
Ohio
$608K -$9.76M -465,638 -94%
CL
445
Choreo LLC
Illinois
$606K -$473K -22,597 -43%
GSEP
446
Golden State Equity Partners
California
$603K +$343K +16,348 +119%
NMIMC
447
Northwestern Mutual Investment Management Company
Wisconsin
$601K +$6.29K +300 +1%
BEI
448
Benjamin Edwards Inc
Missouri
$601K +$10.4K +497 +2%
SPIA
449
Steward Partners Investment Advisory
New York
$600K +$23.8K +1,137 +4%
SAM
450
Smartleaf Asset Management
Massachusetts
$593K -$44.8K -2,139 -7%
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